AWMS
Advocacy Wealth Management Services’s Pembina Pipeline PBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-850
| Closed | -$25K | – | 163 |
|
|
2018
Q4 | $25K | Hold |
850
| – | – | 0.02% | 71 |
|
|
2018
Q3 | $29K | Hold |
850
| – | – | 0.02% | 67 |
|
|
2018
Q2 | $29K | Hold |
850
| – | – | 0.02% | 61 |
|
|
2018
Q1 | $27K | Hold |
850
| – | – | 0.02% | 67 |
|
|
2017
Q4 | $31K | Hold |
850
| – | – | 0.02% | 75 |
|
|
2017
Q3 | $30K | Hold |
850
| – | – | 0.01% | 100 |
|
|
2017
Q2 | $28K | Hold |
850
| – | – | 0.01% | 110 |
|
|
2017
Q1 | $27K | Hold |
850
| – | – | 0.01% | 124 |
|
|
2016
Q4 | $27K | Hold |
850
| – | – | 0.01% | 117 |
|
|
2016
Q3 | $26K | Hold |
850
| – | – | 0.01% | 171 |
|
|
2016
Q2 | $26K | Hold |
850
| – | – | 0.01% | 202 |
|
|
2016
Q1 | $23K | Hold |
850
| – | – | 0.02% | 274 |
|
|
2015
Q4 | $18K | Buy |
+850
| New | +$18K | 0.02% | 280 |
|
|
2013
Q3 | $7K | Buy |
202
+2
| +1% | +$69 | 0.02% | 236 |
|
|
2013
Q2 | $6K | Buy |
+200
| New | +$6K | 0.02% | 202 |
|